Wealth Management Value Streams
Thirty-nine pre-built wealth management value streams, from prospect through planning, funding, rebalancing and the annual review, in editable PowerPoint with a guide to using them.
About This Value Stream Collection
The Client Journey Nobody Has Written Down
Wealth Management Value Streams is a set of 39 pre-built flows covering how work moves through an advisory firm — prospect to funded account, plan to implemented portfolio, drift to rebalance, quarter to review — in editable PowerPoint, with a guide to putting them to use.
Advisory firms describe themselves in terms of relationships, and describe their operations in terms of software. Neither describes the work. The relationship is what the client experiences; the software is where a step happens to be recorded; the value stream is the sequence that actually has to complete for the client to end up funded, invested, and reviewed.
The gap shows up most clearly in the handoffs. An account that is opened but not funded, a plan delivered but never implemented, a transfer that stalls at the delivering firm — none of these are anyone's job in particular, which is precisely why they sit.
These 39 flows are drawn at that level. They are broken into steps rather than sketched as a diagram of a client lifecycle, so a team can mark who owns each step, where the client is waiting, and which step is the one that keeps taking three weeks.
Three Questions a Client Lifecycle Diagram Cannot Answer
Every advisory firm has a lifecycle slide. Very few can answer these from it.
Where does the advisor's time actually go? Capacity conversations run on assertion because nobody has the flows written down. Stepped flows make visible how much advisor time sits in steps an operations associate could hold.
Which step is the client waiting in? Onboarding satisfaction is decided by wait, not by effort. A mapped flow separates the two, so the fix targets the wait rather than adding another status email.
What breaks when the firm doubles? Growth exposes the steps that only worked because one person remembered them. Naming those steps ahead of time is cheaper than discovering them at scale.
Why This Matters Now
Two pressures are converging on the same steps, and both reward firms that know where their work sits.
Advisor Capacity Is the Binding Constraint
Hiring advisors is slow and expensive; moving work off them is neither. But you cannot move a step you have not identified, and "delegate more" is not a plan.
Succession and Acquisition Demand a Documented Model
A buyer, a successor, or an acquiring platform all want to know how the firm runs, not how it markets itself. Mapped flows answer that once, reusably.
Automation Is Arriving at Step Level
Data gathering, account opening, and meeting preparation are being automated step by step, not function by function. Knowing which step is manual is what makes a tool decision specific.
The core deliverablesWhat Is Included
Two files:
Who This Is Built For
These flows pair with the Wealth Management Capability Model, which states what an advisory firm does; the value streams state in what order and with whom. Neither substitutes for the other.
How to Put It to Work
- Mark which steps require the advisor and which do not.
- Separate the steps where work happens from the steps where the client waits.
- Use the flows as the checklist for a custodian or platform migration.
- Locate automation candidates at step level rather than by naming a function.
Where Firms Typically Start
Attacking onboarding elapsed time. Find the specific waiting step instead of treating onboarding as one slow block.
Building an advisor capacity model. Base it on which steps advisors actually hold, rather than on a survey of how they think they spend the week.
Planning a platform or custodian change. Use the flows as the inventory of what the transition really touches.
Onboarding a new operations hire. Hand over a map instead of a month of sitting alongside someone.
What You Are Actually Buying Is Time
Mapping 39 flows internally means weeks of sessions with the people currently serving clients. Most of what emerges is common to every advisory firm of comparable shape.
- You edit rather than originate. The flows are drafted; your effort goes to your custodian, your planning software, and your service model.
- Reviewers get something to correct. An operations lead corrects a wrong map far faster than they reconstruct a right one from memory.
- It stays useful. The same flows serve a capacity model, a platform migration, and a succession pack.
Sessions across advisory, operations and technology, competing with client service.
A practice-management engagement producing a comparable flow set.
Immediate download. Editable. Begin marking it up the same day.
Those first two columns describe what comparable efforts tend to involve, not a quoted benchmark — your figures depend on scope and who does the work.
Built From Real Engagements
We are software entrepreneurs and business consultants who have delivered business architecture and transformation work across financial services firms. These flows are the distilled, reusable output of that work rather than a theoretical exercise — which is also why they carry the limits described below.
Read before you buyAn Honest Note on Fit
These are generic flows designed as a starting point. Customization is expected, not a sign that something went wrong.
Specifically:
Terms You Should Know Before Purchasing
Read the description above in full before you buy. Delivery is immediate and the files are yours to keep, which is also why we cannot take returns, issue refunds, or swap a purchase for a different product once it has been downloaded. What you receive is what is listed — no warranty beyond that, and no bundled customization, implementation help, or support. A Enterprise License covers everyone inside one organization; if you intend to reuse the material across several clients, the Consultancy License is the one you need. The full digital product terms govern the sale.
What's Included
At a Glance
- 39 wealth management value streams (PowerPoint, editable)
- Mapped end to end, prospect through ongoing service
- Bonus: A Guide to Value Streams (PDF)
Enterprise License
Consultancy License
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